ICYMI: Model Portfolios Outperform In 2016 & DOL Fiduciary Rule Webinar on 2/2

Long Idea: This Industrials Mutual Fund Earns Its Fees

Industrials have looked cheap to us for a while. This fund is the best in the sector, and you would never know based on traditional fund research.

Model Portfolio Update: New Stocks on Safest Dividend Yield

Get a free look at one of the 10 new stocks that made our Safest Dividend Yield Model Portfolio this month. This portfolio is up 10% vs S&P up 6% since inception.

Proof Is In The Performance: Our Model Portfolios Outperform In 2016

Through 2016, our model portfolios outperformed their benchmarks.

DOL Fiduciary Rule Webinar: Feb 2nd, 4pm EST

How can advisors be sure their investment recommendations satisfy the fiduciary rule? Join us for a live webinar with CEO David Trainer to learn more about our unique DOL Fiduciary rule solutions.

@MichaelKitces Features Our “Guidelines for Due Diligence”

Michael Kitces highlights our Letter to the DOL, which offers guidance on how to define research that meets the fiduciary standard.

Upcoming Research

Model Portfolio Update: Most Attractive & Most Dangerous will be updated on 2/2/17
Look for a new Long Idea next week
A new Danger Zone will be published on 1/30/17
DOL Fiduciary Rule Webinar 2/2/17 at 4pm EST